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Cavalier Investments, LLC: EPOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cavalier Investments, LLC on EPOL, newest first. How the timeline and the estimate are built.

Cavalier Investments, LLC held 0 EPOL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -50,044 shares

    13F-HR 0001655543-26-000005 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 50,044 shares
    Change vs previous 13F -4,444 shares

    0.47% of the 13F portfolio, value $1,822,102.

    13F-HR 0001655543-26-000003 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,488 shares
    Change vs previous 13F +1,672 shares

    0.6% of the 13F portfolio, value $1,917,433.

    13F-HR 0001655543-26-000001 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 52,816 shares
    Change vs previous 13F +2,728 shares

    0.63% of the 13F portfolio, value $1,559,144.

    13F-HR 0001655543-25-000002 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,088 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,615,839.

    13F-HR 0001214659-25-011108 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).